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2/5/2015 9:19:22 AM
Asset Management Seminar Part 1
By Richard Rost   Richard Rost on Facebook Richard Rost on Twitter Richard Rost on Google Plus Richard Rost on LinkedIn Email Richard Rost

 
In the Microsoft Access Asset Management Seminar, Part 1 you will learn how to build a database to manage your assets. You will learn how to create grouped assets (with unlimited grouping levels), track locations, owners, values, and keep a complete log of changes to the asset's history.

- Develop proper asset management tables, queries, and forms
- Create asset groupings (unlimited parent / child relationships)
- Track asset owner, location, condition, values, serial number, more.
- Maintain a change history for any changes to asset

This seminar is 2 hours and 9 minutes long. Click here for more information on the Microsoft Access Asset Management Seminar, Part 1 including a complete course outline, sample videos, and lots more.

Permanent Link
Course Link: Asset Management Seminar Part 1
Keywords: asset management asset tracking
Page Tag: whatsnew
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Asset Management Seminar Part 1 Comment from Sam W @ 5/17/2017
Did you ever complete Asset Management Part 2?  I have ordered Part 1 and would like to see what you have developed in Part 2.  I am interested in the Bar Codes (especially how to enter bar codes already used), I am also interested in the tracking changes (how to display name or serial number, not just the item numbers 9 to 4). I would also like to see how to list items in a particular location in a report style (I have 100's or even 1,000's of pieces I track and would like to list all of these items in 1 report for inventory purposes, plus add bar codes to this list).


Reply from Alex Hedley:

No, it's still on the Waiting List.
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Asset Management Seminar Part 1 Comment from Jon T @ 3/25/2017
Hi Alex, yes, exactly.  It would be great to have a log where an asset is loaned out to an entity and you have a loan record where the from and to date are completed with the to field completed when they return the asset.


Reply from Alex Hedley:

I'm sure Rich can add that in.
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Asset Management Seminar Part 1 Comment from Jon Turner @ 3/19/2017
I'm in agreement with all the elements you say you're looking at introducing but as with some other comments, I'd like to track signing out equipment to individuals in a 'temporary loan' subform/table.  Also, I'd like to be able to tackle the servicing of assets and keeping servicing records.

Thanks!  Hope Part 2 is coming soon!


Reply from Alex Hedley:

Great ideas.
Would you have a loan from and to date and set the to when they return?
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Part 2 Comment from James Gray @ 3/16/2017
Any ideas of timing for the second seminar?  Seems like Rich is pretty busy lately and new courses are coming out pretty slowly....


Reply from Alex Hedley:

I think Rich wants to finish the Macros for Advanced and release a few Beginner 2016 courses for Excel/Word etc.
He does enjoy Access Seminars the most so hopefully will throw one in between.
It's a bit out of date but worth checking the Updated Production Schedule
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Asset Part 2 Comment from MSG @ 12/7/2016
Any progress with Asset Part2? I also have an asset DB that I want to use to sign out expensive equipment on a weekly basis to complete jobs and then sign back in after mission completion so I know what is and what is not available for my tech folks? Thanks, your classes are great and really could use this.
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Asset Management Seminar Part 1 Comment from Brian M @ 9/21/2016
In part 2, I would like to see a query where you enter a bunch of parentIDs (such as a field of multiple barcode scans comma delimited) and it spits out a report of all the assets that are included in them.  I can't quite figure out how to parse it into an OR statement that works.


Reply from Alex Hedley:

You could do this in VBA.
You have the Field name, use Split
Split ( expression [,delimiter] [,limit] [,compare] )
Then you could build a dynamic IN ('x', 'y') statement looping your above array
Add this to your SQL statement and set that as the Record Source of your Form, that's covered in the SQL Seminars.

Blog Post
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Part 2 eta Comment from David Williams @ 9/6/2016
When do you expect to have Part 2 finished?  I have an asset database I have been setting up where I am trying to track which asset is signed out to which employee.  Each employee can and does have multiple assets assigned to them.  As new employees are hired it would be nice to be able to add the new employee on the fly without to much trouble for the end user.



Reply from Alex Hedley:

I know he's working on the a couple of Expert lessons first to cover Macros etc.
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Asset Management Seminar Part 1 Comment from Alhaji L @ 7/29/2016
Is the Depreciation of Assets going to be considered in these seminars. I think it should as a proper Asset management should include the depreciation of that asset as well. Please revert on this.
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Has Asset Management Part 2 been released Comment from Scott Sorgi @ 7/16/2016
Has Asset Management Part 2 been released?


Reply from Alex Hedley:

Not yet
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Comment from Duncan Mfolwe @ 5/20/2016
Excellent seminar. I can't wait for Part 2.
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Second Installment Comment from James Gray @ 3/10/2016
Rich,
Very anxious for the second installment.  I want to use this method to keep track of both supplies and equipment on several ambulances and stock room, tie it to mandatory maintenance and check lists for all the medical equiipment we have, and automate the purchase order process in my inventory module.  Can you give me any idea of timeing?  Thanks.
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Future Topic Suggestion Comment from Duncan Mfolwe @ 2/18/2016
Suggestion for Topic to be Included in Asset Management Part 2: Future Maintenance Log
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Asset Management Seminar Part 2 Comment from Gene @ 6/16/2015
Alex, I wouldn't hold your breath. I was also waiting. This is long overdue (as was Part 1) with no communication about the status. I wound up finishing it myself (by many internet searches) and I've now got a very good and feature rich asset management database. And I know quite a bit more about Access now. Sorry you have been waiting so long as well. I'd be happy to share any info I can if possible.


Reply from Alex Hedley:

Thanks Gene, any ideas or problems you came across and fixed would help others when making theirs.
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Asset Management Seminar Part 1 Comment from J Wilkins @ 6/16/2015
Will your seminar cover the different depreciation methods. This would be helpful and I believe essential for proper asset management. It shows on the balance sheet as a contra asset account called Accumulated Depreciation.


Reply from Alex Hedley:

The full outline is shown here.

Depreciation methods aren't shown in Part 1 but suggestions are being noted for following parts.
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Barcode Comment from Cheryl Hokanson @ 5/12/2015
I have been waiting for the barecode seminar.  Is it about ready to come out?


Reply from Alex Hedley:

It's still in development.
Was there anything in particular you wanted to see in it?
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Asset Management Seminar Part 2 Comment from T-Bone @ 5/4/2015
When can we expect to see Asset Management Seminar Part 2?


Reply from Alex Hedley:

I think the next Access courses are being developed so maybe after those.
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Asset Management Seminar Part 1 Comment from Hilton Turner @ 2/10/2015
I would like to see a portion of this series devoted to creating a report with up to ten (10) groupings (parent/children relationships) that can be exported to Excel.
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Barcode Comment from T-Bone @ 2/8/2015
The bar code idea is a good one to keep. If your using a sheet of labels like say, Avery 8160, it would be nice to know which position you might need to print 1 or more labels at. I hope that makes sense. I really would prefer to see a complete seminar on the bar code generation and printing myself.
As for the 'Move a group'; this would be nice. We build kits and some of our kits have serialized items and sometimes we have to "Un-Build" the kit and move the items either back to stock or to another type of kit. This seminar is working very well with the 'Inventory' seminar I have been requesting for several years now. I am able to do my inventory with 'BOM's' now with this Asset seminar.
All I'm missing now is the quantity used in the BOM based on it's unit of measure as to how much the kit(s) cost is.
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Show All or some Comment from Terry Hopper @ 2/8/2015
Sometimes an asset may have more than one line item, either serialized or not. ie: 4 sticks of RAM in a PC; multiple video cards; etc. So; we might consider if the items are NOT serialized the show the line item once with a quantity of 4. If the item IS serialized, then show either 4 different line items with the serial number; OR have a link to open a form that will show the 4 serial numbered items related to that pc.
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Asset Management Seminar Part 1 Comment from Ravi C @ 2/7/2015
Hi Richard,

I think there is one more part for Reports. Am I right? When that is going to come?

Thanks,

Ravi C
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Tracking History Comment from Steven Schuyler @ 2/6/2015
For History, can you demonstrate how to set it up if your tracking the history for multiple tables, such as changes to customers, work orders, invoices, purchase orders, etc...?


Reply from Alex Hedley:

You could log changes against anything, if it's like other seminars just use the custom LogIt Function on any of your Forms. I'll have to watch these to see how it's done in this one.
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Environ UserName Comment from Chris @ 2/6/2015
The simplest "who" could be Environ("UserName")


Reply from Alex Hedley:

That is a useful function.
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Owner and Location could be shown but disabled in Comment from Chris @ 2/6/2015
Owner and Location could be shown but disabled in the child record to save the user having to go to the parent to find out the location.
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Just my opinion I like hiding the combo boxes for Comment from Steven Schuyler @ 2/6/2015
Just my opinion, I like hiding the combo boxes for owner and location!
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Software Cost and Product Keys Comment from Jim Upton @ 2/5/2015
I have Assets which is software which cost a lot more than hardware. Would you just add it the Sub/Child  parts?
I would like to see also to track where my Office and windows product keys have gone. But I need them match on the order/code they came in on
Thank the seminar is great

Jim Upton


Reply from Alex Hedley:

I've not finished the course yet but I would think cost is irrelevant you would treat it as a Entity like everything else.

You could create a relationship between order and keys, just have it as another sub form
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